Expert interviews, transcripts library containing over 16,000 expert interviews, due diligence support, targeted research for specific sectors, and custom market research tailored to venture investment theses.
Systems connecting VCs with industry experts for specialized knowledge and perspective on specific sectors or technologies.
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Number of Experts Total active experts registered and available in the network. |
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Industry Specialization Diversity Range of unique industries represented (e.g., healthcare, fintech, robotics, etc.). |
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Geographic Coverage Number of countries or regions where experts are sourced. |
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Seniority/Role Mix Availability of different seniority levels (e.g., C-level, VP, manager) among experts. |
Due diligence and investment-specific research imply C-level, senior, and managerial experts are included in the network. | |
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Academic & Research Affiliation Presence of experts with academic, scientific, or research credentials. |
Transcripts and expert interviews cover niche and research-driven sectors; custom research for venture theses implies connection to academic/research experts where needed. | |
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Refresh Rate Frequency with which new experts are onboarded. |
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Expert Vetting Process Offers thorough vetting and qualification process for new experts. |
Forum promises due diligence support and targeted recruiting, which generally requires a vetting/qualification workflow for experts, though exact process is unstated. | |
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Exclusive Access to Thought Leaders Direct connection to recognized leaders and pioneers in relevant sectors. |
Targeted research and expert interviews supporting major venture funds imply access to leading sector specialists and highly regarded thought leaders. | |
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Coverage of Niche/Sub-specialties Availability of experts in highly specialized, emerging, or niche sectors. |
Forum is positioned as providing access to niche and sector-specific expertise for custom venture needs and emerging sectors. | |
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Language Diversity Number of languages spoken fluently by available experts. |
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Expert Availability Average number of experts available on short notice (e.g., within 24h). |
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Expert Ratings/Feedback Mechanism Collection and display of post-interview client feedback on experts. |
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Retention Rate Annualized percentage of experts retained in network. |
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Exclusivity Clauses with Experts Has contractual agreements for exclusive access to certain experts. |
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AI/Algorithmic Matching Use of AI or algorithms to recommend or automatically match experts to client queries. |
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Custom Search Filters Advanced filtering options for industry, region, seniority, academic credentials, etc. |
Forum’s online transcript library and sector targeting imply strong search functionality by sector and topic, though not granular controls description. | |
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Keyword Search Ability to search for experts using specific keywords. |
Keyword search is functionally required to navigate a transcript database of this scale. | |
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Expert Profile Depth Richness and granularity of expert profiles (experience, prior projects, publications, etc.). |
Having full interview transcripts and expert backgrounds for due diligence implies deep expert profiles. | |
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Average Time to Match Average time from request to expert match. |
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Shortlist/Bookmark Experts Ability for users to build and manage a list of preferred experts. |
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Profile Accuracy Verification Regular checks or validations of profile veracity. |
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Automated Outreach System can automatically contact and schedule calls with matched experts. |
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Multi-Factor Matching Matching on multiple axes: expertise, geography, title, language, availability, etc. |
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Client-Specific Needs Mapping Custom mapping of experts to nuanced requirements or problem statements. |
Forum describes custom market research tailored to client venture theses, which requires nuanced mapping to client-specific needs. | |
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Expert Comparison Tools Side-by-side comparison of experts to assist in selection. |
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Expert Availability Calendar View experts’ available windows directly in platform. |
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Real-Time Expert Status Updates Current availability and engagement status per expert. |
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Integrated Video/Audio Conferencing Built-in tools for scheduling and conducting expert interviews via video or phone. |
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Call Scheduling Tools Automated calendar and time zone alignment for arranging expert calls. |
Expert interviews and scheduling for clients implies the availability of scheduling tools to coordinate interviews. | |
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Transcript Generation Automated transcription of calls and interviews. |
Transcript generation is prominently mentioned as a core feature of Forum. | |
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Recording Capability Permission-based call recording for reference and compliance. |
No information available | |
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Multi-Participant Support Allowing multiple stakeholders to join expert calls. |
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Post-call Summary Tools Automated or manual summary and action notes after discussions. |
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Offline Q&A/Email Exchange Support for asynchronous queries and exchanges. |
Forum includes expert interviews in transcript form and allows for asynchronous/offline review; likely includes asynchronous Q&A by email or similar. | |
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Expert Engagement Analytics Usage and engagement reports per expert and interaction. |
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Consent and Compliance Workflow Automated workflows for expert consent and legal compliance prior to every engagement. |
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Anonymous or Blinded Engagements Option to conceal client identity during initial engagements. |
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Pre-built Question Templates Access to templates for call planning and structured interviews. |
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Real-time Translation Live language translation available during calls. |
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NDAs and Documentation Automation Integrated workflow to generate, send, and archive legal documents like NDAs. |
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Insider Information/Material Non-Public Info Controls Controls to prevent sharing of sensitive information and enforce regulatory compliance. |
Major expert networks like Forum have public policies and platform controls to mitigate and monitor insider/material non-public information risks. | |
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Expert Compliance Training Mandatory compliance and legal training/testing for participating experts. |
Vendor describes ongoing expert education on compliance and legal aspects for experts. | |
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Conflict of Interest Checks Systematic checks for any COIs before expert engagement. |
Conflict of interest checks are standard in expert network due diligence support/workflows. | |
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Jurisdictional Law Adherence Mechanism to ensure engagements comply with geographic legal frameworks. |
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Audit Trail Comprehensive record of all interactions and consent events for auditing purposes. |
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Data Retention Policy Controls User control over transcript, audio, and documentation retention. |
No information available | |
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GDPR/CCPA/Data Privacy Compliance Platform-wide compliance with major data privacy regulations. |
Forum and Third Bridge state compliance with global data protection regulations, including GDPR. | |
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Approval Workflows Multi-step approval (e.g., legal review) before interviews proceed. |
No information available | |
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Incident Reporting and Resolution Mechanisms for both clients and experts to report breaches or concerns. |
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Secure Authentication & Access Logs Role-based access, 2FA, and complete logging of all access events. |
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API Availability Availability of RESTful or other APIs for programmatic integration. |
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CRM Integration Native connectivity to popular CRM systems (Salesforce, HubSpot, etc.). |
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Data Export Formats Support for CSV, XLS, PDF, or custom export formats. |
Third Bridge promotes options to export interview transcripts and research, typically provided as PDF or text formats. | |
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Automated Data Feeds Scheduled data exports or feeds to data warehouses or BI systems. |
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Third Party Collaboration Tools Integration with Slack, Teams, Trello, etc. |
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Single Sign-On (SSO) Support Support for SSO authentication via enterprise identity providers. |
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Custom Application Integration Customizable connectors for proprietary or industry-specific systems. |
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Push Notifications/Webhooks Real-time updates or notifications via webhooks. |
No information available |
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Responsive Design Optimized for use on all devices (desktop, tablet, mobile). |
Modern web-platform for financial services; expected to support desktop and mobile optimized experience. | |
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Intuitive Interface Minimal learning curve and easy navigation. |
Large client base, targeted at institutional clients; intuitive, investment-grade interface is marketed and expected. | |
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Multi-language Interface Platform interface is available in multiple languages. |
No information available | |
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Accessibility Compliance Meets WCAG or national digital accessibility standards. |
No information available | |
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Self-Service Onboarding Guided onboarding and tutorials for new users. |
No information available | |
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Search Autocomplete/Suggestions Autocomplete and recommended predictions when searching for experts or topics. |
Search experience for over 16,000 interviews would strongly require autocomplete/suggestion support. | |
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Dashboard Customization Ability to customize data displays, notifications, and layouts. |
No information available | |
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User Roles and Permissions Granular control over what user types can view or do within platform. |
Support for different client roles, users, and permissions is typical for expert network platforms | |
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Help Center/Knowledge Base Access to searchable help content and live support. |
Third Bridge Forum provides a help center and online support documentation. | |
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Notification Controls User-configurable email/app notification preferences. |
No information available |
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Transparent Pricing Model Clear communication of pricing structure (per call, per hour, subscription, etc.). |
Vendor describes clear, subscription-based or per-interview pricing available to clients. | |
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Detailed Invoicing Itemized invoices for each interaction or subscription period. |
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Real-Time Spend Tracking Live tracking dashboard for current and projected spend. |
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Bulk/Pre-Paid Discounts Discounts for high volume or upfront commitment. |
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Flexible Billing Cycles Support for monthly, quarterly, annual, or custom billing frequencies. |
Third Bridge offers different contract types and is flexible on billing for major institutions and VCs. | |
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Multi-currency Support Ability to invoice and pay in different currencies. |
No information available | |
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Tax Compliance Reporting Breakdown of applicable taxes and compliance with regional requirements. |
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Automated Payment Reminders Automated notices for due and overdue payments. |
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PO/Invoice Integration Support for purchase orders and upload of external invoices. |
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Subscription Management Tools Ability to self-manage plan type, users, and limits. |
No information available |
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Encryption at Rest and in Transit All sensitive data is encrypted both when stored and during transfer. |
Third Bridge describes secure cloud infrastructure and compliance with modern data security best practices. | |
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Role-Based Access Controls Granular permissions at system and data object level. |
No information available | |
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Regular Security Audits Third-party security assessments conducted annually or more frequently. |
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Single Session Logout/Timeouts Automatic logout after inactivity or manual session termination. |
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Incident Response Plan Formal process for breach detection, notification, and remediation. |
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Data Residency Options Client ability to select storage region for data localization. |
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Backups and Disaster Recovery Regular backups and recovery tested for business continuity. |
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Two-Factor Authentication (2FA) Requires a second form of verification for user logins. |
Major B2B SaaS expert networks require 2FA for client/security compliance. | |
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Granular Data Sharing Permissions Control sharing at the level of project, expert, or document. |
No information available |
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Uptime Guarantee Service level uptime commitment. |
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Peak Concurrent Users Supported Maximum simultaneous users supported without performance degradation. |
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Average System Response Time Average latency for key platform actions. |
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Scalability Architecture System built to autoscale as usage increases. |
Forum’s scale and institutional clientele necessitate a scalable architecture. | |
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Global Data Center Presence Hosting and failover available across regions. |
No information available | |
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24/7 Technical Monitoring Around-the-clock system health and performance monitoring. |
No information available | |
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Self-Healing Infrastructure Automatic detection and resolution of common issues. |
No information available | |
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Content Delivery Network (CDN) Use of CDN for accelerated content loading globally. |
No information available |
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Engagement Analytics Dashboard Live dashboards for expert utilization, client activity, and match rates. |
No information available | |
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Custom Report Builder Drag-and-drop or code-based custom reporting tools. |
No information available | |
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Expert Performance Metrics Track ratings, frequency, and outcomes of expert calls. |
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Financial Reporting Detailed breakdown of spend per project, department, or user. |
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Client Feedback Analytics Aggregated and granular analysis of feedback on the expert network. |
No information available | |
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Export to BI Tools Seamless feeds to Power BI, Tableau, or other analytics platforms. |
No information available | |
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Usage Trends & Peak Periods Trend analysis for engagement volume by time, sector, or other variables. |
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Drill-Down Exploration Ability to examine data to the level of user, expert, or project. |
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Notifications/Insights Automated alerts for milestones, anomalies, or emerging data patterns. |
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Dedicated Account Manager Direct relationship manager for support and optimization. |
High-touch institutional vendor provides direct account relations for onboarding and ongoing support. | |
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24/7 Customer Service Round-the-clock helpdesk via phone, chat, or email. |
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Expert Community Resources Exclusive learning resources and forums for experts. |
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Onboarding Workshops Live or recorded training sessions for new users. |
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Knowledge Sharing Events Regular webinars, Q&A, or roundtables with top experts. |
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Feedback Loops Systematic collection and application of user feedback to improve features. |
Third Bridge references continuous improvement and user feedback mechanisms for the Forum platform. | |
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Self-Service Ticketing User portal for issue and feature request submission. |
No information available | |
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Incident Response Times Median time from ticket submission to initial response. |
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User Community Forums Spaces for clients to exchange best practices and recommendations. |
No information available |
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